Investment Banking Specialist Jobs in Wisconsin
An Investment Banking Specialist in the finance industry operates as a bridge between investors and organizations, governments, or other entities that need capital. They assist clients in raising funds in the capital markets, provide strategic advisory services for mergers, acquisitions, and other types of financial transactions, and offer institutional sales and trading services. They are crucial in providing expertise and advice to clients in evaluating, structuring, and negotiating transactions. This role entails a high level of financial analysis, assessment of financial reports, market trends, and industry competition. Moreover, they are often involved in project and deal management activities.
Key skills for an Investment Banking Specialist include a solid understanding of financial modeling and valuation, strong analytical and problem-solving skills, exceptional communication and presentation skills, and the ability to work in a high-pressure, fast-paced environment. Certifications such as the Chartered Financial Analyst (CFA) or Series 7 and 63 licensing can be advantageous. Prior to becoming an Investment Banking Specialist, individuals might have roles such as Investment Banking Analyst, Associate, or even roles within Corporate Finance or Equity Research divisions.
modeling skills including thorough knowledge of Excel, and ARGUS a plus Proficiency in MS Outlook and Word, ability to learn Salesforce and other company software as needed Proven written and oral...
JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative andgrowing. We invest in our people. We care and make a positivedifference. Northwestern Mutual Capital (NMC) is a committed...
JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative andgrowing. We invest in our people. We care and make a positivedifference. Northwestern Mutual is a diverse, challenging,...
North Shore Bank\'s Investment Consultants providesales and consultation services for mutual funds, variable annuities,securities, and other investment vehicles to our customers....
Deep knowledge of financial modeling, fixed income products, bond math, and risk factors....
Remote WorkInvestment Analyst Intern - Private Debt & Equity, Summer 2026
- Wauwatosa, WI
- 6 days ago
- Wauwatosa, WI
- 6 days ago
Banking, Equity Research, Private Equity, and/or Corporate Development Employer immigration sponsorship is not available for this role Preferred skills and proficiencies Previous Private Debt & Equity...
Investment Analyst Intern - Private Debt & Equity, Summer 2026
- Milwaukee, WI
- 8 days ago
- Milwaukee, WI
- 8 days ago
Banking, Equity Research, Private Equity, and/or Corporate Development Employer immigration sponsorship is not available for this role Preferred skills and proficiencies Previous Private Debt & Equity...
Assistant Director, Investment Products - Retirement Plan Services
- Wauwatosa, WI
- 8 days ago
- Wauwatosa, WI
- 8 days ago
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Northwestern Mutual is a diverse, challenging, and fast-paced...
Director of Investment Portfolio Management, Corporate Development
- Madison, WI
- 9 days ago
- Madison, WI
- 9 days ago
models Must be passionate about contributing to an organization focused on continuously improving consumer experiences....
JOB REQUIREMENTS: At Nicolet National Bank, our culture is based on theprinciples of community banking, putting the needs of our customers atthe forefront of our decision-making. Our Core Values...
Assistant Director, Investment Products - Retirement Plan Services
- Milwaukee, WI
- 10 days ago
- Milwaukee, WI
- 10 days ago
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Northwestern Mutual is a diverse, challenging, and fast-paced...
Investment Consultant MassMutual Hartford, United States Posted 23 hours ago Permanent Competitive Investment Consultant MassMutual Hartford, United States Investment Consultant Investment...
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo...
North Shore Bank\'s Investment Consultants providesales and consultation services for mutual funds, variable annuities,securities, and other investment vehicles to our customers....
Demographic Data for Wisconsin
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Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Wisconsin
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Wisconsin offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Investment Banking Specialist position
- Asset Allocation
- Equity Research
- FactSet
- Alternative Investments
- Mutual Funds
- Wealth Management
- Financial Modeling
- Corporate Development
- Equities
- Derivatives
- Corporate Finance
- Hedge Funds
- Venture Capital
- Balance Sheets
- Investment Analysis
- Capital Markets
- Fixed Income
- Valuation
- Investor Relations
- Investment Banking
- Investment Management
- Client Relationships
- Private Equity
- Financial Analysis
- Quantitative Analysis
- Financial Services
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Visual Basic for Applications
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Strategy Development
- Risk Management
- Business Development
- Decision Making
- Presentation
- Verbal Communication
- Flexibility
- Collaboration
- Budgets
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Organization
- Leadership
- Communication Skills
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